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KSweeney27 on September 21, 2023
Is there a way to move to the next deal stage if a quote is entered using HubSpot quotes? I looked at workflows, but there was not a clear way to do it based on a quote being entered. My best guess was a deal related trigger being Quote create read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 22, 2023 16:47
Hi @KSweeney27 , since this is a quote based workflow, by definition it can only be associated to one deal, so all good.
DLavi on August 31, 2023
Is it possible possible to have: - one line item on a deal (recurring type( that will have more then one start-end dates and prices? - two (or more) line items on the same deal with different start-end dates and prices, but with the same SKU? read more
0 upvote
1 Reply
Community Manager
August 31, 2023 17:38
Hello, @DLavi Thank you for posting in our Community! I want to share our knowledge base here with more information and invite our top experts more
ADAlbore on August 31, 2023
Dear All, New to HubSpot, helping my organisation to setup rights for the Sales Team members. Each team members got access to CRM and all of them got View, Edit and Delete rights on "Owned Only" and "Unassigned" Deals. Now, all users are read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
September 01, 2023 03:14
Hi @ADAlbore , This looks all correct. Unless there is a workflow that re-assigns deal ownership (that's potentially one last thing to check more
mohamedhamad on August 16, 2023
I'm trying to create a quote using our product library. and when i add product items to the quote, i'd like to add a note for some specificities. Is it possible? I tried searching for an editable notes field, and tried to create a custom column, but read more
0 upvote
4 Replies
Accepted Solution
Guide | Gold Partner
August 17, 2023 04:43
Hi Mohamed, Yes this is possible. But you will have to customise your Custom Quote "Line Item" Module to display your custom property on your more
dmattauch on August 08, 2023
Hey, I created some custom values for forecast category. How can i attribute a percentage to them? Then i want to be able to see in the "weighted forecast category" report. For example is it possible to say best case = 30% we seem t read more
Top Contributor
August 09, 2023 04:44
Hey @PamCotton thank you. But i'm still confused. if i create a value for a sales forecast ategory, how do i assign a percentage to it? more
dmattauch on August 08, 2023
Hi, my deal amount is based off MRR, and i add all line items from catalog. amount is calculated great, line items are added with quote. But when quote is signed, it removes the line items of the quotes from the deal, change the mrr and read more
0 upvote
2 Replies
Top Contributor
August 08, 2023 08:36
Hey Josh, Yes everything is set with MRR being the default deal amount. But it is changing indeed when quote is signed. Very strange. I more
MLevanic on July 31, 2023
Has anyone worked out a way to have clients enter additional data such as PO numbers or accounts payable information when a quote is sent out for e-signature. A field or two for clients to fill out during this step of the sales cycle would save so m read more
2 Replies
Accepted Solution
Key Advisor | Partner
July 31, 2023 07:51
Hey @MLevanic this isn't natively supported in quotes, the e-signature or quote templates doesn't support adding forms or additional fields to more
JDulhanty on July 13, 2023
Hi, I have a rep who has a meeting booked with a prospect. When I am looking at the deal card it is showing "No Activity Scheduled" How can I get the card to show the next meeting date as an activity? I do not like how deal cards are showing "no act read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 13, 2023 13:02
Hi @JDulhanty , You're not the first one to request this, more than 100 people have upvoted this idea: more
CSiragaki on July 11, 2023
Hello all, After my customer's demand, I created a workflow contact based on trigger " Email body contains: Thank you for your inquiry" then Create a new Deal and assign it to a specific owner. The objective is to create a new deal when t read more
0 upvote
5 Replies
Accepted Solution
Key Advisor | Partner
July 12, 2023 07:09
Hey @CSiragaki one thing that may help with this is having your team specify which contacts they are logging their emails to . If they more
danwestra on June 14, 2023
When building out an estimate there is no way to get UOM (unit of measure) built into the quote. My company sells by Piece, Square Foot, Item, and it can be confusing sending over a bid with out the UOM. Also, Packing Information would also be hel read more
0 upvote
1 Reply
Guide | Gold Partner
June 14, 2023 10:01
Hi @danwestra You can add a custom property to your Product Library and set it for each product, so it appears on the Line Item when used more
ABarr on May 31, 2023
Hi all, I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date. I did manage to create a report for this, but the issue is that even though I set the billing f read more
0 upvote
2 Replies
Top Contributor | Elite Partner
June 01, 2023 11:40
@ABarr - What is your subscription type? On Enterprise, you'll be able to access the Revenue Analytics report: more
ARobinson58 on May 27, 2023
Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest read more
1 upvote
4 Replies
Accepted Solution
Recognized Expert
May 30, 2023 09:32
Thanks for the mention, @DianaGomez ! And great question, @ARobinson58 ! @HFisher7 's suggestion is awesome and should get you what you more
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